Owen HandCRD Number: 235602
Current Firm: Royal Alliance Associates, Inc.
Owen Hand (CRD# 235602) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Ladys Island, SC and has over 42 years of experience in the finance industry. Owen Hand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Verity Investment Partners
Lincoln Financial Securities Corporation
Cetera Advisors LLC
|Royal Alliance||Beaufort, SC||Nov 2017 - Current||4|
|Hand & Tanner Financial Group Inc.||Beaufort, SC||Jul 1990 - Current||32|
|Owen Hand & Co Ltd||Beaufort, SC||Jan 1979 - Current||43|
|Owen Hand And Company||Beaufort, SC||Oct 1975 - Current||46|
|Invest Financial Corp.||Tampa, FL||Feb 2009 - Nov 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1980|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management28,249MILLIONS
Total Number of Accounts112,286ACCOUNTS
Average Account Value$251,584
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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